We've added two new features to new-look Stewardship Individual Account which simplifies the way you can view your transactions over on the new platform.
Based on the feedback we received from early users of the new-look Stewardship Individual Account, you now view and search an extensive list of your transactions as well as accessing a new chart which provides an alternate way to explore your data.
If you have access to the new-look account, sign in now to take a look.
New feature 1: Viewing transactions
View and search your transactions, from the last seven years.
1. Accessing your transactions
Once logged in, you can access all your latest transactions from your account homepage by tapping on the more button, located at the top right of the last five transactions list. Alternatively tap on Activity via the drop down menu at the top right of your screen.
2. Viewing your transactions
Once you have accessed your full list of transactions, you will see your most recent transaction at the top of the list. To view more details about each transaction, tap the arrow on the right.
3. Searching your transactions
You can filter by gift type, frequency and date to easily search for specific transactions.
New feature 2: Chart display
A helpful and alternate way to view all your regular and one-off gifts over the past 12 months.
1. Accessing your gifts chart
Once logged in, you can access a chart of your gifts from your account homepage. Do this by using the drop down menu at the top right of your screen and selecting insights.
2. Viewing your gifts chart
When you are viewing your gifts chart you will be able to see all regular and one-off gifts as well as the tax associated on a rolling one year basis.
Update your account
If you already have an individual recipient account with Stewardship and have not yet updated to the new-look Stewardship Individual Account, click on the link below to get started.
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Bethan Walker
Bethan worked for Stewardship as Marketing and Communications Executive between 2011 and 2022. In her role, she worked with a number of teams across Stewardship, helping to ensure that short and long-term marketing projects were being fulfilled.
Bethan attends a local church in Essex, where she is part of the worship team. She is married to Mark and has three children.